Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,152 institutions that hold shares in the stock, with a total of 425 Million shares, which have been reported (via 13F filing form) to have a value of $52.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
29,448
shares
|
$3.63 Million
3.51% of portfolio
|
Q3 2025
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
29,277
shares
|
$3.61 Million
1.6% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
29,167
shares
|
$3.59 Million
0.36% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
29,092
shares
|
$3.58 Million
1.42% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
28,951
shares
|
$3.57 Million
3.06% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
28,860
shares
|
$3.55 Million
0.11% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
28,809
shares
|
$3.55 Million
1.15% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
28,750
shares
|
$3.54 Million
0.51% of portfolio
|
Q3 2025
Reduced 19.09%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
28,724
shares
|
$3.54 Million
0.76% of portfolio
|
Q2 2025
Added 1589.65%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
28,656
shares
|
$3.53 Million
1.37% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
28,613
shares
|
$3.52 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
28,607
shares
|
$3.52 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
28,461
shares
|
$3.51 Million
1.5% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
28,387
shares
|
$3.5 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
28,268
shares
|
$3.48 Million
0.36% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
28,125
shares
|
$3.46 Million
1.19% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
28,038
shares
|
$3.45 Million
0.2% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
28,005
shares
|
$3.45 Million
0.1% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
27,880
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
27,572
shares
|
$3.4 Million
0.02% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,399
shares
|
$3.37 Million
0.2% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
27,319
shares
|
$3.36 Million
0.08% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
27,307
shares
|
$3.36 Million
2.78% of portfolio
|
Q3 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
27,280
shares
|
$3.36 Million
0.06% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
27,267
shares
|
$3.36 Million
0.53% of portfolio
|
Q3 2025
Added 10.53%
|